As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could impact some decisions about retirement savings strategy. The one page summary highlights the 10 Key Provisions of the SECURE Act as well as some additional information...
By George T. Clarke, CPA/PFS, MSF
January 15, 2020 - Happy New Year! What a difference a year makes. Just over a year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an...
What can football teach us about personal finance? As it turns out quite a bit. With the Patriots season over sooner than it has been in 10 years – and I know few outside New England are particularly bothered by that – I’ve had a little more time on my hands to muse over the deeper lessons of...
I was recently sitting in the baggage claim of Boston's Logan Airport waiting for my son’s plane to arrive from Denver when a simple airport rendezvous turned into an unexpected rescue mission of sorts.
While I was waiting, an elderly woman approached asking if she could borrow a phone to call her...
Memorial Day: A day when the United States mourns those members who died in active military service.
How do you honor the men and women of our country who paid the ultimate sacrifice for our freedom? Well, if you live in Cohasset, you have three days of events honoring and memorializing those who...
No, I’m not talking about Disney World; but rather the Natick Outdoor Store; a sporting goods store outside Boston. My son is building a canoe as part of a high school project, for which he is thrilled as he loves to fish. 
For our household the challenge of owning a canoe is the minor detail of...
In December 2012, a landmark study was launched to determine a national retirement peace of mind.[1] It included more than 6,000 respondents age 45 and older. It found that average Americans have a lot of challenges and a lot of expectations for their retirement years.
Retirement Expectations
Trad...
Providing Care for Older Individuals
It should come as no surprise to anyone that we’re living longer.[1] Over the past century, medical science has defeated numerous diseases that once shortened the lives of many. These extra years are not without their problems; living longer allows people to...
Well folks, I am back after an 8-day annual vacation to Cancun, Mexico with my loved ones. We came home to a nasty windstorm and then a snowstorm the following day. I still ask myself why we live here, but it always comes back to my roots. This is where my roots are and this is why I take such...
With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you are excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility. In the financial realm, the...
Posted by George T. Clarke, CPA/PFS, MSF and Rick Ropelewski, CFP, MBA
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when the volatility is high (as it is now) and your money is at stake. Though...